ServePort - Delivery Overview

ServePort - Delivery Overview

What is the ServePort Delivery Portal?

ServePort is a purpose-built portal for delivering responsive documents and automating payment collection.  Its core benefits are security and ease of use .
Why is it called the  ServePort Delivery  Portal and not the Safari Delivery Portal?   We chose a more descriptive brand name to avoid confusion for Serving Parties, who may not be familiar with Safari.

State-of-the-art Security 

  1. Multi-factor authentication.   ServePort uses highly secure multi-factor authentication--without requiring that you personally communicate with the Serving Party. 
    1. How does it work?  ServePort first sends the Serving Party a unique portal URL and passcode. The Serving Party clicks the URL link and then enters the passcode.  Once the link and passcode are validated, the Serving Party requests a one-time PIN (delivered via email).  The PIN remains valid for 10 minutes, which ensures that only a person with real-time access to the associated email/fax/mobile can access the ServePort delivery portal.  Learn more at ServePort Serving Party Experience .
    2. Note about the one-time PIN.   By default, the system requires the PIN.  Your company's Safari system Owners or Admins can make this step optional, but Safari does not recommend it because the PIN adds an extra layer of security.
  2. Encryption.   Safari encrypts all files using 256-Bit AES and TLS v1.3 throughout the process: during upload, while at rest, and during download.
  3. Isolation and deletion.   ServePort creates a unique portal (hosted on Microsoft Azure) for each document delivery.  The portal closes either when the Serving Party confirms receipt or 14 days after it was opened. 

Ease of Use    

  1. Easily upload files to deliver
    1. Any number: You can upload and deliver unlimited files.
    2. All file types:  You can upload and deliver any file type.
    3. Very large files:  The maximum size for an individual file you can upload is 50 GB.  But you can upload as many files as you want, so there is no limit to the total size of all files you can deliver.
    4. Speed:  Safari features one of the fastest available tools for file upload.
    5. Drag and Drop:  It’s simple to drag and drop files into the Response folder.
  2. The portal does everything for you
    1. You open the portal and Safari takes care of everything: delivers login credentials, zips files for download, tracks all activity, and reminds the Serving Party  when the portal is about to expire.
    2. Once you open a portal, Safari removes the matter from your "Active-Unresolved" list and alerts you only if something needs your attention.  For example, if the email with login credentials bounces, you’ll see an action alert and the matter again appears in your Active-Unresolved list.  
  3. Built-In Functionality for Deposition Officers and Delivery to Different Parties.  When the documents need to go to someone other than the Serving Party, such as a deposition officer or a record service company, select Different Party in the matter’s Recipient section. That party receives Full Access to download the documents. The Serving Party can still pay the invoice and is notified when the documents are downloaded. When the Recipient is a deposition officer, Safari defaults the delivery to the Return Date, and it warns you if the deposition officer named on the request is the same as the Serving Party. See ServePort - Delivery to a Different Party.
  4. Automated invoicing and payment.  The portal’s paywall activates when you include an invoice with your response.  The Serving Party can see that the documents are available but has to pay the invoice to download them.  When the documents go to a Different Party, either party can pay, but only the Different Party can download (see Who Can Pay and Who Can Download ).
  5. Instructions to the Serving Party. A dd instructions in the portal for the Serving Party / Requester and choose whether they need to acknowledge them before downloading any documents.  If acknowledgment is required, it will be recorded in the audit history and a copy with proof of acknowledgment will be emailed to the Serving Party / Requester.
  6. Rolling Productions.  You can open a portal, and then continue to add documents .  Safari automatically notifies the Serving Party that documents are added to the portal.  Use subfolders to organize the documents into volumes .
  7. Fully audited.  The Delivery Details section of the matter captures all portal activity.
  8. Advantages for Serving Parties / Requesters         
    1. The Serving Party doesn’t have to install anything, set up a user account, or manage encryption keys. 
    2. ServePort works even with most older browsers (though we recommend current versions of Chrome, Edge, or Firefox).
    3. ServePort is designed to maximize download speed, even if the Serving Party has a slow internet connection.

How Does the Process Work?

Below is an outline of the process to deliver response documents through ServePort.
  1. Upload the documents to the Response folder.  Everything in this folder will be available for download when you open the portal.
  2. If necessary, use subfolders to organize the document for the Serving Party.
  3. In the Recipient section of the matter, confirm who receives the documents: the Serving Party (the default), or a Different Party such as a deposition officer or record service company.
  4. Change the status to 'To Do Delivery' -- the wizard takes you through the steps to open the portal
    1. Specify how login credentials will be delivered
    2. Confirm the address
    3. Add Additional Emails if necessary (when the documents go to a Different Party, the Serving Party and the Recipient each have their own)
    4. Choose an invoice type, or select No Inv / No Cost recovery
    5. Review and update the expiration date if needed.
    6. Review and update any instructions provided in the portal
  5. Safari sends login credentials to the Serving Party, the Recipient (if different), and any Additional Emails.
  6. Remember that while the portal is open, you can:
    1. add documents to an open portal (e.g., rolling production)
    2. edit any Additional Email (you have to close the portal to edit the Serving Party primary contact email)
    3. extend the portal duration
  7. Each person logs into the unique portal. Anyone with access can pay the invoice if you included one, and people with Full Access download documents from the Response folder.
  8. Anyone with Full Access can then close the portal, or it automatically expires on the expiration date.  (You can also close or extend the portal.)
  9. If no one has logged in, the system reminds everyone with portal access five days, three days, and one day before the portal expires.    

Who Can Pay and Who Can Download

Who can pay the invoice and who can download the documents depends on who receives the documents:
  1. Documents go to the Serving Party (the default): the Serving Party and its Additional Emails have Full Access. They can pay the invoice and download the documents.
  2. Documents go to a Different Party: the Recipient and its Additional Emails have Full Access. The Serving Party and its Additional Emails have Payment Only access: they can pay the invoice, but cannot download the documents.
In either case, anyone with Full Access can also add people with Payment Only access from the portal, such as someone in Accounts Payable who has a company credit card. For more information, see ServePort - Delivery to a Different Party .

Manual Delivery (No Portal)

If you need to send documents another way (email or overnight courier, for example), you can select those options and log the details in Safari.

Is there a question that we haven't answered?  Please send it to us at support@safarilaw.com .